PKSAX Mutual Fund

PKSAX Mutual Fund

NAV$47.48
See how much of PKSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.97%
3 Months
-1.54%
6 Months
-1.56%
YTD
+4.32%
1 Year
+6.95%
3 Years (annualized)
+11.19%
5 Years (annualized)
+6.77%
10 Years (annualized)
+14.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PKSAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+4.32%
Peer Avg (YTD)
+12.21%
vs Peers
-7.89%

PKSAX Mutual Fund Performance

PKSAX performance across multiple time periods: 1-month 5.97%, YTD 4.32%, 1-year 6.95%, 3-year 11.19%, 5-year 6.77%, 10-year 14.76%.

PKSAX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

PKSAX vs another fund shows side-by-side returns. PKSAX alternatives are available in the Mutual Fund Screener.